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Added to YB: 2025-02-03

Pitch date: 2025-01-30

CLAR [bullish]

Clarus Corporation

-11.4%

current return

Author Info

No bio for this author

Company Info

Clarus Corporation designs, develops, manufactures, and distributes outdoor equipment and lifestyle products in the United States and internationally.

Market Cap

$186.1M

Pitch Price

$5.00

Price Target

N/A

Dividend

2.06%

Sector

Leisure Products

Category

value

Show full summary:
Maran Partners Fund Portfolio Holding: Clarus Corporation

CLAR: Strong balance sheet w/ $1/sh net cash on sub-$5 stock. Trading at 6x EBITDA, <0.5x sales vs comps at 2-4x. Profitability to accelerate, sell-side estimates conservative. Fortress balance sheet, growth & profitability support patience. Added to position despite large holders exiting.

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